As the Business had outgrown Sage Line 50, the Client required an accounting system that could be linked to their bespoke stock and sales systems.
Project Objectives
- Implement a Financial System, minimising business disruption.
- Ensure that transaction capacity would be future proof.
- Derive efficiencies through simplified processes.
Sage 200 Standard was chosen as a good portion of the integrations built on the stock and sales systems were easily adjusted to the new environment. Having the system in the cloud was essential for working capital savings and the mobility of staff.
Tasks
- Data sets were prepared for the migration of static data.
- Data cleansing was carried out to avoid cluttering the new system with historic errors, anomalies and duplications.
- Models and movement tables were prepared for the migration of opening balances (TB and Sub ledgers).
- Go live was set for working day 5 of the month to enable month-end reporting to be completed on the legacy system.
- Balances and sub ledgers were populated with the current data and migrated to Sage 200
- Training of the finance team was undertaken.
Result
- There was no business interruption.
- Reporting deadlines were met.
- 3 months of historic transactions were migrated to ensure that a full years data was available in the new live environment.